Builders FirstSource: A Bull Case for Growth Through Acquisition and Buybacks
ByAinvest
Thursday, Jan 29, 2026 4:43 pm ET1min read
BLDR--
Builders FirstSource is a leading US building materials distributor with a 27-year history of strategic acquisitions and growth in value-added services. The company has repurchased 48% of its shares since 2021 at an average price of $80.90 per share, totaling $8.0 billion. Despite this, shares trade at a 9% free cash flow yield, which could expand to 10-15% in a normalized housing market. The combination of roll-up opportunities, scale advantages, and disciplined capital return creates a compelling investment case.
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